Critical Minerals Company Profiles

Facts checked against sources on . How we check facts.

This directory lists the 39 critical minerals companies that the six company pages on this site name with a sourced figure or status, and it points to the page where each is covered. The site does not publish a separate profile for each company, because output, capacity and project status change every quarter and each figure sits beside its source and date on the category page. 6 of the companies appear in more than one category, led by MP Materials and Umicore with three each.

39

companies named with a sourced figure or status on the six company pages

Source: This site

6

of them are covered in more than one category, such as MP Materials as miner, refiner and magnet maker

Source: This site

106

projects on the European Commission strategic lists, from 2025 and 2026 decisions

Source: European Commission

102

distinct promoter names across those projects, with Umicore the only one named on four

Source: Commission annexes, counted by this site

Which companies are covered, and where?

The table lists the companies in alphabetical order with the categories in which the site covers them. Each category links to the page that holds the company's figures, dates and sources.

Critical minerals companies covered on this site, alphabetical
CompanyCovered as, with the page that holds its figures
AlbemarleMiner, Refiner or processor
AlcoaSemiconductor materials
Ascend ElementsRecycler
Brunp (CATL)Recycler
BTRBattery material maker
CMKSemiconductor materials
CMOC GroupMiner
Cyclic MaterialsRecycler
ElementUSASemiconductor materials
Energy FuelsRefiner or processor
eVAC Magnetics (VAC Group)Magnet maker
GlencoreMiner, Recycler
HyProMagRecycler
Hubei WanrunBattery material maker
Hunan YunengBattery material maker
Iluka ResourcesRefiner or processor
Korea ZincSemiconductor materials
Lynas Rare EarthsRefiner or processor, Magnet maker
Metlen Energy & MetalsSemiconductor materials
MP MaterialsMiner, Refiner or processor, Magnet maker
Neo Performance MaterialsMagnet maker
NornickelMiner
Noveon MagneticsMagnet maker, Recycler
PLSMiner
ProterialRecycler
Redwood MaterialsRecycler
ReshineBattery material maker
Rio TintoSemiconductor materials
RonbayBattery material maker
ShanshanBattery material maker
SQMMiner
TDM ElectronicsSemiconductor materials
TeckSemiconductor materials
TerrafameRefiner or processor
UmicoreRefiner or processor, Recycler, Semiconductor materials
USA Rare EarthMagnet maker
ValeMiner
Vulcan ElementsMagnet maker
WolfspeedSemiconductor materials

Cathode and anode makers ranked below those listed here, and the Chinese magnet makers named in a Rare Earth Exchanges ranking, are on the battery materials and magnet makers pages. A company is listed only where a company filing, an official list or a named press report supplies a figure or status; inclusion is not a ranking and not a recommendation.

How are companies chosen?

A company is added when a primary document supplies a figure or a status for it. The documents used are company filings and results releases, regulator and exchange filings, official lists such as the European Commission's strategic project annexes, and named press reports where no primary document was available. Where a company's figure could only be read in a press report, the Sources list on that page says so. A company whose output could not be verified is left out of the tables, which is why the Chinese lithium, rare earth and nickel producers appear in the notes under the tables and not in rows.

Which companies appear most often on the EU strategic project lists?

The Commission lists name one promoter for most of its 106 projects, and only 2 promoter names recur. Umicore is the promoter of 4 (GePETO, ReGAIN, CoNiKo, OREON (Optimal REcycling Of Nickel)); KGHM Polska Miedź S.A. is the promoter of 2 (Retków-Grodziszcze copper deposit, Integrated Recycling Smelter). A place on a list is a regulatory status and the Commission describes every project as ongoing, which includes projects that have not yet started construction. The strategic projects page compares the EU, US and Canadian regimes, and the stage pages list the mines, refineries, separation plants and recycling plants.

Frequently asked questions

Does the site have a profile page for each company?

No, the site does not publish a separate profile for each company. Output, capacity and project status change quarterly, so each company's latest sourced figures sit on the category page for miners, refiners, magnet makers, battery material makers, recyclers or semiconductor materials.

Which critical minerals companies does the site cover?

The site covers 39 companies across six categories, from miners such as CMOC, Glencore and PLS to refiners such as Lynas and Iluka, magnet makers, battery material makers, recyclers and semiconductor material suppliers. The directory table lists each with the page where it is sourced.

How does the site choose which companies to list?

A company is listed only where a company filing, an official list or a named press report gives a figure or status for it. The site does not rank companies by market value or recommend them, and it leaves out companies whose figures it could not verify.

Where can I see the projects a company is developing?

The projects pages list the mines, refineries, separation plants and recycling plants on the European Commission strategic lists and the US Permitting Council lists, with the promoter and country of each project. The category pages describe operating output and company-reported plans.

Sources

Read on October 13, 2026. Figures on this page come from these documents; where a number is an estimate, the source says so.

  1. Commission Decision C(2025) 1904, annex (25 March 2025)
  2. Commission Decision C(2025) 3491, annex (4 June 2025)
  3. Commission Decision C(2026) 8051, annex (9 October 2026)
  4. Miners, refiners, recyclers, magnet makers, battery materials and semiconductor materials pages on this site. Each lists its own primary sources

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